HubSpot CRM is IDEAL for a start-up or early stage company's sales organization; GREAT VALUE
May 16, 2021

HubSpot CRM is IDEAL for a start-up or early stage company's sales organization; GREAT VALUE

Matt Stafford | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

Used as traditional CRM. Track initial prospect interactions (calls, emails, etc.) throughout the entire sales process. Used by Sales and Client Success to track post-sales interactions. One centralized database for customer engagement. As a small company, each employee inevitably "touches" customer accounts, so each employee has a login. Even our CEO leverages to monitor prospect & customer interactions.

Pros

  • Email interface with gmail: LOVE that emails are automatically deposited into HubSpot CRM. THis is a massive time saver for sales vs. having to manually copy/paste into the CRM (I've done this in the past in Sales Force).
  • Dashboards for Sales Tasks: I 100% run my day leveraging follow-up tasks, which HubSpot CRM has made simple & easy. What's great is the # of calls, emails, meetings scheduled and meetings held tracking. Especially that it's alongside outstanding tasks vs. having to go to a separate 'Reporting' tab. Absolutely LOVE THIS.
  • Account entry: really like how intuitive & simple it is to enter new accounts into HubSpot CRM. Also like the notification that an account contact has already been entered into HubSpot CRM. Greatly helps limiting multiple account records which can fill a CRM with "junk".

Cons

  • When a calendar invite is sent via Gmail, this does not always flow thru to HubSpot CRM. This has resulted in meetings not reflecting in HubSpot CRM, or duplicates if the calendar invite does flow thru and a rep manually enters.
  • I choose to log meeting notes in Google Docs and copy/paste them into the 'Team notes' field of the HubSpot CRM meeting field. I do this so I can retain notes from meetings for my personal records and they're not solely in HubSpot CRM in case I leave the company. The colored font from Google Docs does not remain a color other than black when I copy/paste. I know this is nit picky, but colored font is how I differentiate questions asked from prospect responses.
  • I've only been using HubSpot CRM for 4 months, but over that time, there have been multiple instances when HubSpot CRM has "gone down," resulting in me being unable to access & update prospect records. This effectively results in Sales being "dead in the water" and can be cumbersome while prospecting.
  • "Time Spent Selling" due to intuitive nature of HubSpot CRM.
  • Increased efficiency due to being simple for reps to use.
  • Enhanced (and accurate) tracking for sales mgmt.
The email integration is much easier to establish and leverage. Metric tracking is prominently featured which motivates sales to eclipse prior week(s) outreach attempts & know real-time how they're tracking. This enables management to easily track real-time progress for KPIs integral to sales success. Please reference provided to the prior survey question. HubSpot CRM is IDEAL for start-ups and early-stage companies unwilling to invest in more expensive CRMs. And on top of that, it's a more intuitive and superior product (I am elated to have learned and relay to the HubSpot CRM team)!
The ability to add and customize a drop-down field has been essential to reporting and target/list generation! This has helped Marketing easily identify targets for Marketing efforts. Vice-versa as well, HubSpot CRM makes it easy for Marketing to identify and share prospective targets with Sales and track progress of outreach attempts, # of outreach attempts resulting in contact being made, meeting(s) scheduled, and even organization types most likely to cancel or no-show to meetings.
HubSpot CRM is much more user-friendly and intuitive than Salesforce. The reporting feature is prominently featured vs. having to go to a separate tab. The email integration with Gmail is much easier to be set up by the user vs relying on someone else internally to arrange. Metric tracking for sales management is also readily available and visible to the sales reps on a daily basis.

Do you think HubSpot CRM delivers good value for the price?

Yes

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

Yes

Did implementation of HubSpot CRM go as expected?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

Prior to joining my current company, I had used Salesforce for 15+ years. I was initially hesitant about using a new CRM, but saying HubSpot CRM has exceeded my (tempered) expectations couldn't be more of an understatement. I have become pulseData's "super user" with no training whatsoever. HubSpot CRM is intuitive, user friendly, and meets all of Sales' CRM needs. IDEAL for an early stage company like pulseData.
It not only meets our needs, there are several aspects I find superior to Salesforce: email integration, daily/weekly sales metric tracking (emails sent, calls made, meetings scheduled & meetings held) are prominently featured and do not require swiveling to a separate/Reports tab.

HubSpot CRM Feature Ratings

9.1
Customer data management / contact management
10
Workflow management
9
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
9.5
Task management
10
Billing and invoicing management
Not Rated
Reporting
9
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
9.0
Custom fields
9
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
9
10.0
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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